More than 30 years of hyper-inflating health care costs is pushing more and more employers to the brink of insolvency. What used to be a minor expense is now the second or third largest operating expense for most employers.

They're increasingly starting to take the cost and quality equation into their own hands. This means the most profitable segment of customers for providers, plans, suppliers, and others is starting to treat health care like they do other operating expenses.

Employers each make independent purchasing decisions. They also reassess this each year. This means change can sneak up on any player in the health care industry, particularly if they're one or more steps removed from employers, as most care providers are.

This dynamic is supercharged by the increasing pressure they're acting on to take control of costs and outcomes on behalf of their employees.

Lastly, they don't need regulatory changes or government action to make significant changes. ERISA already gives them broad flexibility.

How we work

We take engagements that align with our mission to scale adoption of practical, proven, non-partisan fixes to our healthcare system.

Investors

Understand opportunity at the intersection of returns and impact in emerging U.S. health care markets

Health Care Orgs

Understand, act, and thrive in response to employer-driven market changes. Whether you're a provider, plan, in life sciences, or otherwise, the implications are huge.

Philanthropists

Solve systemic social issues by addressing the largest root cause behind many of them, including education, poverty, and community revitalization.